Position in RF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$885,598
-$33,227 QoQ
Shares Held
33,905
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Colonial Trust Advisors holds $9,526,028 across 17 Banks - Regional names. RF ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
102,131 | $4,694,962 | |
| 2 | PRK |
Park National Corp /Oh/
|
7,557 | $1,235,191 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,495 | $935,364 | |
| 4 | RF |
Regions Financial Corp
This page
|
33,905 | $885,598 | |
| 5 | FBNC |
First Bancorp /Nc/
|
9,850 | $555,047 | |
| 6 | SSB |
SouthState Bank Corp
|
4,194 | $388,028 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
200 | $376,932 | |
| 8 | SFST |
Southern First Bancshares Inc
|
6,610 | $360,245 |
All Filings in RF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $885,598 | 33,905 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $918,825 | 33,905 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $899,348 | 34,105 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $802,149 | 34,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $749,489 | 34,491 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $802,149 | 34,105 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $808,057 | 34,636 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $693,985 | 34,630 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $851,888 | 40,489 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $753,339 | 38,872 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $880,158 | 51,172 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $916,910 | 51,454 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $951,274 | 51,254 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,095,679 | 50,820 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $981,623 | 48,910 | Shares | Sole | 2022-11-14 | |
| 2020-09-30 | $117,144 | 10,160 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||